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Cassady Schiller Wealth Management’s Terex TEX Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$508 Buy
+11
New +$573 ﹤0.01% 975
2022
Q1 		– Sell
-8
Closed – – 547
2021
Q4 		$0 Buy
+8
New +$359 ﹤0.01% 643

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's TEX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Terex (TEX) in Q4 2024: 11 shares worth $508. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TEX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in TEX in Q4 2021 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Terex worth $508 as of Q4 2024.
  • Terex was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Terex made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #975 holding.
  • Cassady Schiller Wealth Management first reported a position in Terex in Q4 2021 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.